Video of the Week

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Macro Chat

Equities 

Michael Pettis and Kyle Bass have a fascinating discussion and give a refreshing take on China's economy. What was your favorite macro video of the week?

http://rvtv.io/vow_macro_002

Real estate, both the housing market and commercial real estate, is such a core piece of every economic downturn and a key indicator of recovery too. Richard Vague and Joe Walker’s discussion of the interplay of credit in all of this was really interesting. 

https://rvtv.io/vow_realestate_002

It is interesting to think about how shifting away from a traditional IPO model is and will continue to change the way the stock market works. What is your take on it? Did you have a favorite equities video of the week?

https://rvtv.io/vow_equities_002